Marathon Asset Management Ltd TFX — TELEFLEX INCORPORATED

Ownership history in Marathon Asset Management Ltd  ·  18 quarters on record

AI Ownership Summary

Marathon Asset Management Ltd reported TELEFLEX INCORPORATED (TFX) in 18 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.82% in 2023 Q4. The latest visible filing shows TFX at 0.66% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this TFX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Marathon Asset Management Ltd's position in TELEFLEX INCORPORATED, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

TFX was reported at 0.66% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.82% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

TFX stock page Marathon Asset Management Ltd fund profile Marathon Asset Management Ltd full holdings
How Marathon Asset Management Ltd held TFX — position size vs. price
% of Fund (quarterly)    TFX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 143,754 +40,860 +39.7% 0.66% $17.2M 2026-04-24 $136.56
2025 Q4 ADDED — — — 102,894 +38,107 +58.8% 0.48% $12.6M 2026-02-06 $108.11
2025 Q3 REDUCED 23.4% +0.6% ❌ 64,787 -19,737 -23.4% 0.29% $7.9M 2025-10-17 $127.36
2025 Q2 REDUCED — — — 84,524 -1,028 -1.2% 0.32% $10.0M 2025-08-11 $114.93
2025 Q1 REDUCED 8.5% -14.1% ✅ 85,552 -7,982 -8.5% 0.36% $11.8M 2025-04-24 $134.11
2024 Q4 REDUCED — — — 93,534 -3,905 -4.0% 0.47% $16.6M 2025-02-06 $171.21
2024 Q3 REDUCED 8.7% -28.3% ✅ 97,439 -9,283 -8.7% 0.67% $24.1M 2024-10-17 $230.48
2024 Q2 REDUCED 5.6% +17.8% ❌ 106,722 -6,299 -5.6% 0.70% $22.4M 2024-08-14 $228.68
2024 Q1 REDUCED — — — 113,021 -4,159 -3.5% 0.68% $25.6M 2024-05-14 $208.99
2023 Q4 REDUCED — — — 117,180 -2,554 -2.1% 0.82% $29.2M 2024-02-12 $247.63
8 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding TFX

As of 2026 Q1 — sorted by position size

Quaker Wealth Management, LLC 3Y 1.3% WEDGE CAPITAL MANAGEMENT L L P/NC 3Y 7Y 0.56% Bayforest Capital Ltd 0.28% PZENA INVESTMENT MANAGEMENT LLC 3Y 7Y 0.27% MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC 3Y 7Y 0.22% ROWLANDMILLER & PARTNERS.ADV 3Y 7Y 0.17% Hummer Financial Advisory Services Inc 3Y 0.15% THOMPSON INVESTMENT MANAGEMENT, INC. 3Y 7Y 0.12% GHP Investment Advisors, Inc. 3Y 7Y 0.04% Louisiana State Employees Retirement System 3Y 7Y 0.04%

FAQ About Marathon Asset Management Ltd and TFX

These are the practical questions this page is built to answer before you even open the full history table.

How long has Marathon Asset Management Ltd reported owning TFX?

Marathon Asset Management Ltd reported TFX across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported TFX position in Marathon Asset Management Ltd's portfolio?

The largest reported portfolio weight for TFX was 0.82% in 2023 Q4.

What is the latest reported TFX position on this page?

The most recent filing on this page is 2026 Q1, when Marathon Asset Management Ltd reported 143,754 shares, equal to 0.66% of portfolio, with an estimated market value of $17.2M.

What does the chart on this TFX ownership page compare?

The chart compares Marathon Asset Management Ltd's quarterly TFX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Marathon Asset Management Ltd time their TFX position?

Based on 13F filing dates vs. subsequent TFX price moves, Marathon Asset Management Ltd correctly timed 11 out of 17 reported position changes (65%). The annualised alpha on TFX relative to SPY over the holding period was -25.0%.

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